Kozak & Associates, Inc. Q3 2025 Filing

Filed November 18, 2025

Portfolio Value

$507.8B

Holdings

455

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (455 positions)

#StockSharesValue% PortfolioType
301
HBC2HSBC HLDGS PLC SPON ADR NEW
79$5.6M0.00%
302
KBWBINVESCO KBW BANK ETF
75$5.6M0.00%
303
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
77$5.4M0.00%
304
FRELFIDELITY MSCI REAL ESTATE INDEX ETF
199$5.4M0.00%
305
SQMSOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B
90$5.4M0.00%
306
CVSCVS HEALTH CORP COM
65$5.1M0.00%
307
UPSUNITED PARCEL SERVICE INC CL B
54$5.0M0.00%
308
XYZBLOCK INC CL A
85$5.0M0.00%
309
RHRH COM
35$5.0M0.00%
310
MPLXMPLX LP COM UNIT REP LTD
94$5.0M0.00%
311
KXIISHARES GLOBAL CONSUMER STAPLES ETF
76$4.9M0.00%
312
SOLVSOLVENTUM CORP COM SHS
64$4.9M0.00%
313
SNYSANOFI SA SPONSORED ADR
92$4.8M0.00%
314
CLCOLGATE PALMOLIVE CO COM
60$4.8M0.00%
315
VFCV F CORP COM
334$4.8M0.00%
316
SYKSTRYKER CORPORATION COM
13$4.7M0.00%
317
AIC3 AI INC CL A
350$4.7M0.00%
318
PHMPULTE GROUP INC COM
41$4.6M0.00%
319
AMATAPPLIED MATLS INC COM
20$4.6M0.00%
320
QBTSD-WAVE QUANTUM INC COM
200$4.6M0.00%
321
SNASNAP ON INC COM
14$4.5M0.00%
322
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
951$4.5M0.00%
323
SHPROSHARES SHORT S&P500
116$4.3M0.00%
324
SCHDSCHWAB US DIVIDEND EQUITY ETF
156$4.2M0.00%
325
DDOMINION ENERGY INC COM
68$4.2M0.00%
326
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
143$4.1M0.00%
327
PHPARKER-HANNIFIN CORP COM
5$4.1M0.00%
328
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
86$4.1M0.00%
329
CHKPCHECK POINT SOFTWARE TECH LTD ORD
21$4.0M0.00%
330
RIORIO TINTO PLC SPONSORED ADR
57$4.0M0.00%
331
BLDRBUILDERS FIRSTSOURCE INC COM
40$4.0M0.00%
332
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
87$4.0M0.00%
333
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF
82$3.9M0.00%
334
EBAEBAY INC. COM
47$3.9M0.00%
335
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
21$3.8M0.00%
336
DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
124$3.8M0.00%
337
KMIKINDER MORGAN INC DEL COM
136$3.7M0.00%
338
PAYXPAYCHEX INC COM
33$3.7M0.00%
339
UBSUBS GROUP AG SHS
96$3.7M0.00%
340
SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD
69$3.7M0.00%
341
KMBKIMBERLY-CLARK CORP COM
35$3.7M0.00%
342
CPCANADIAN PACIFIC KANSAS CITY COM
52$3.7M0.00%
343
MPWRMONOLITHIC PWR SYS INC COM
4$3.6M0.00%
344
MBBISHARES MBS ETF
38$3.6M0.00%
345
AVSCAVANTIS U.S SMALL CAP EQUITY ETF
65$3.6M0.00%
346
BHPBHP GROUP LTD SPONSORED ADS
65$3.5M0.00%
347
REGNREGENERON PHARMACEUTICALS COM
5$3.5M0.00%
348
ECORELECTROCORE INC COM NEW
666$3.5M0.00%
349
ZIMZIM INTEGRATED SHIPPING SERV SHS
205$3.5M0.00%
350
IRINGERSOLL RAND INC COM
46$3.4M0.00%
351
SUXTD SYNNEX CORPORATION COM
23$3.3M0.00%
352
MRVLMARVELL TECHNOLOGY INC COM
39$3.3M0.00%
353
SNNSMITH & NEPHEW PLC SPDN ADR NEW
100$3.3M0.00%
354
KDKYNDRYL HLDGS INC COMMON STOCK
133$3.2M0.00%
355
XLEENERGY SELECT SECTOR SPDR FUND
34$3.1M0.00%
356
EUFNISHARES MSCI EUROPE FINANCIALS ETF
89$3.0M0.00%
357
CITHE CIGNA GROUP COM
11$3.0M0.00%
358
FT2FIRST HORIZON CORPORATION COM
145$3.0M0.00%
359
OREALTY INCOME CORP COM
52$2.9M0.00%
360
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
189$2.9M0.00%
361
DKNGDRAFTKINGS INC NEW COM CL A
100$2.9M0.00%
362
TMOTHERMO FISHER SCIENTIFIC INC COM
5$2.8M0.00%
363
NVSNNOVARTIS AG SPONSORED ADR
21$2.8M0.00%
364
IIMINVESCO VALUE MUN INCOME TR COM
219$2.7M0.00%
365
BKBANK NEW YORK MELLON CORP COM
25$2.7M0.00%
366
AVEMAVANTIS EMERGING MARKETS EQUITY ETF
35$2.7M0.00%
367
AMTAMERICAN TOWER CORP NEW COM
15$2.7M0.00%
368
SPOTSPOTIFY TECHNOLOGY S A SHS
4$2.6M0.00%
369
SOBOSOUTH BOW CORP COM
92$2.5M0.00%
370
MKZRMACKENZIE RLTY CAP INC COM NEW
529$2.5M0.00%
371
ONONON HLDG AG NAMEN AKT A
60$2.5M0.00%
372
HEHAWAIIAN ELEC INDUSTRIES COM
208$2.4M0.00%
373
EMFTEMPLETON EMERGING MKTS FD COM
140$2.4M0.00%
374
TFIITFI INTL INC COM
28$2.4M0.00%
375
LSTRLANDSTAR SYS INC COM
18$2.3M0.00%
376
TMUST-MOBILE US INC COM
10$2.2M0.00%
377
VACMARRIOTT VACATIONS WORLDWIDE C COM
46$2.1M0.00%
378
FCPTFOUR CORNERS PPTY TR INC COM
88$2.1M0.00%
379
UDRUDR INC COM
61$2.1M0.00%
380
MDLZMONDELEZ INTL INC CL A
37$2.1M0.00%
381
INVZINNOVIZ TECHNOLOGIES LTD SHS
1,499$2.0M0.00%
382
SESSES AI CORPORATION CL A COM
1,000$1.9M0.00%
383
FLGTFULGENT GENETICS INC COM
65$1.9M0.00%
384
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
39$1.8M0.00%
385
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
29$1.8M0.00%
386
PTONPELOTON INTERACTIVE INC CL A COM
250$1.8M0.00%
387
DTDYNATRACE INC COM NEW
39$1.8M0.00%
388
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
21$1.7M0.00%
389
KHCKRAFT HEINZ CO COM
70$1.7M0.00%
390
DOWDOW INC COM
76$1.6M0.00%
391
IVLUISHARES MSCI INTL VALUE FACTOR ETF
45$1.6M0.00%
392
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
17$1.6M0.00%
393
FTVFORTIVE CORP COM
30$1.5M0.00%
394
ADMARCHER DANIELS MIDLAND CO COM
25$1.5M0.00%
395
BTCGRAYSCALE BITCOIN MINI TRUST ETF
36$1.5M0.00%
396
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
13$1.4M0.00%
397
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
26$1.4M0.00%
398
RCREADY CAPITAL CORP COM
531$1.3M0.00%
399
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
41$1.3M0.00%
400
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
25$1.2M0.00%
PreviousPage 4 of 5Next